Stocklore

Spotify Technology S.A. (SPOT)

Media · US stock

What changed in recent filings

  • Institutions — 7 added · 4 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Spotify Technology S.A. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • FY25Report filed Feb 10, 2026
    Revenue +9.7% YoY · EPS $10.51
    Release time unknown: Feb 9 close → Feb 11 close, the stock moved +17.4% · over the same window, market -0.3% · sector -0.6%
  • FY24Report filed Feb 5, 2025
    Revenue +18.3% YoY · EPS $5.50
    Release time unknown: Feb 4 close → Feb 6 close, the stock moved +0.7% · over the same window, market +0.8% · sector +1.0%
  • FY23Report filed Feb 8, 2024
    Revenue +13.0% YoY · EPS $-2.73
    Release time unknown: Feb 7 close → Feb 9 close, the stock moved +0.0% · over the same window, market +0.6% · sector +0.5%
  • FY22Report filed Feb 2, 2023
    Revenue +21.3% YoY · EPS $-2.93
    Release time unknown: Feb 1 close → Feb 3 close, the stock moved +2.6% · over the same window, market +0.4% · sector +0.8%

The next earnings release is estimated around Feb 9, 2027 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Spotify Technology S.A.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 17
2019 Q1 · 82019 Q2 · 82019 Q3 · 72019 Q4 · 32020 Q1 · 32020 Q2 · 42020 Q3 · 42020 Q4 · 42021 Q1 · 42021 Q2 · 72021 Q3 · 72021 Q4 · 72022 Q1 · 72022 Q2 · 72022 Q3 · 62022 Q4 · 72023 Q1 · 72023 Q2 · 92023 Q3 · 72023 Q4 · 82024 Q1 · 102024 Q2 · 112024 Q3 · 122024 Q4 · 132025 Q1 · 132025 Q2 · 122025 Q3 · 122025 Q4 · 172026 Q1 · 172026 Q2 · 13
19 Q122 Q326 Q2

2019 Q1: 8 → 2026 Q2: 13 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Spotify Technology S.A.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co3.30% of portfolio · held as of 2019 Q1 or earlier
  • Tiger Global Management2.24% of portfolio · held as of 2019 Q1 or earlier
  • ARK Invest0.22% of portfolio · held as of 2019 Q1 or earlier
  • Capital World Investors0.05% of portfolio · since 2024 Q3
  • Coatue Management1.24% of portfolio · since 2024 Q3
  • Sands Capital Management3.00% of portfolio · since 2024 Q3
  • PRIMECAP Management0.10% of portfolio · since 2024 Q4
  • Caisse de depot (Quebec)0.02% of portfolio · since 2024 Q4
  • Point72 Asset Management0.43% of portfolio · since 2025 Q3
  • Bridgewater Associates0.06% of portfolio · since 2025 Q4
  • Generation Investment Management1.69% of portfolio · since 2025 Q4
  • National Pension Service (Korea)0.18% of portfolio · since 2025 Q4
  • ValueAct Capital4.29% of portfolio · since 2026 Q1

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

The world's largest music-streaming platform, with 600 million monthly active users. It is diversifying revenue with podcasts and audiobooks.

What is the Media sector?

Streaming, entertainment, and ads. Subscriber growth is the key metric.

Spotify Technology S.A. is classified under the Media sector. See peers below.

Spotify Technology S.A. key financials

Based on SEC filings · as of Dec 31, 2025 · IFRS

26.6%
0.07x
as of Dec 31, 2025

Tap a metric name to see its meaning in the glossary.

Spotify Technology S.A. vs Media sector benchmark

Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
9.7%vs benchmark 11.6%↓ below
Operating margin
12.8%vs benchmark 8.9%↑ above
Net margin
12.9%vs benchmark 6.8%↑ above
ROE
26.6%vs benchmark 7.3%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

SPOT on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Media average
See full SPOT analysis →

Peers · Media

SPOT FAQ

What is Spotify Technology S.A. (SPOT)?

The world's largest music-streaming platform, with 600 million monthly active users. It is diversifying revenue with podcasts and audiobooks.

What sector is Spotify Technology S.A. in?

Spotify Technology S.A. is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.

What are Spotify Technology S.A.'s key financials?

As of Dec 31, 2025 in SEC filings: Revenue growth (YoY) 9.7%, Operating margin 12.8%, Net margin 12.9%, ROE 26.6%, Debt-to-equity 0.07x. Definitions and interpretation are available on Stocklore.

Where can I analyze Spotify Technology S.A. (SPOT) stock?

On Stocklore you can see SPOT's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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